Some stuff I am reading today morning:
First listing today on NSE Social Stock Exchange (MC)
What FED is expected to do today (CNBC)
Digital transactions up 45% in FY24 (Fortune)
Corporate Sleaze: Bartronics India (Money Life)
CRED’s year of vindication (Inc42)
Case Study on MSTC (Fundoo Professor)
Startup: CABT Logistics (Forbes)
Interview with Joel Tillinghast, Fidelity (Big Picture)
Tidal waves in Venture Capital (East Wind)
Why do people forecast the markets? (BI)
Some stuff I am reading today morning:
Rajiv Jain-led GQG’s $10 Billion India bet (BS)
Adani Group EBITDA crosses 43,000 Cr (BT)
Wipro’s senior leadership crisis deepens (Fortune)
Blu Smart optimistic of scaling up EV fleet (FE)
2023 was a good year for most asset classes (Capital Spectator)
Stock Talk: Cubex Tubings Ltd (Weekly Watch)
Startup: Biryani By Kilo (Forbes)
Interview with Howard Marks (Oaktree)
Key Person(s) Valuation (Aswath Damodaran)
China’s Xi goes full Stalin with purge (Politico)
Some stuff I am reading today morning:
All eyes on the Fed this week (The Street)
RBI Governor Das at MPC Press Conference (RBI)
India to overtake Hong Kong in market cap (MC)
Distributors flock to Mutual Funds (Rediff)
Case Study: IRFC (Fundoo Professor)
Sector Watch: Cement (FE)
Startup: Atomberg (Forbes)
Company: Funskool (BI)
Successful investing is hard (Common Sense)
Remembering my teacher Charlie Munger (Li Lu)
Some off beat reads for the weekend:
Meet new Telangana CM Revanth Reddy’s team (Print)
Armenia’s existential moment (Engelsberg)
Netanyahu may choose war with Lebanon (Cradle)
Where are the innocent people in Gaza? (TOI)
Iran’s Resistance Front is drawing recruits from Pakistan (ORF)
Jewish Londoners suffer worst two months (BBC)
Houthis to block Red Sea for Israeli ships (Arab News)
Orban outlines the future of Europe (RT)
Why the Elgin Mables matter (Spiked)
Pakistan: When hatred turns into rebellion (Tribune)
Changing the national narrative of Pakistan (News PK)
A very Muslim Christmas (Walrus)
Short Story: The Egg (Andy Weir)
Lord Wellesley adopted Maratha tactics to defeat Napoleon (Telgraph)
Birding Trip: Bharatpur (Team BHP)
Some stuff I am reading today morning:
RBI MPC meet today (BT)
Govt tells sugar mills to stop producing ethanol from sugarcane (BS)
VC firms to sell stake in Five Star Business (MC)
India Inc’s most profitable cos (Fortune)
US 10 Year treasury yields are falling (Axios)
AI surge drives NASDAQ higher (Reuters)
Stock Talk: Adani Ports (FE)
Company: ID Fresh Food (Forbes)
Interview with Mohnish Pabrai (Morningstar)
Indexing Venture and Other Fool’s errands (Jordan)